Areas of Practice

  • Business/License Valuations
  • Divorce
  • Divorce Budgeting
  • Divorce Financial Analysis
  • Divorce Financial Planning
  • Divorce Taxation
  • Mediation
  • Profession

    Financial Professional

    Academic and Professional Credentials

    MBA, CFP®, CPA/PFS/CFF


    College Attended:
    Hofstra University


    Graduate School:
    Monmouth University


    Languages:
    English

    About my Practice

    I am a CPA and CFP with significant Collaborative Divorce experience.  My specialties include budgeting, cash flow and lifestyle analysis, tax planning, and business valuation.

    Bryan graduated from Hofstra University with Bachelor’s degrees in both Finance and Computer Information Systems. He earned his MBA with a concentration in accounting from Monmouth University and a Certificate in Financial Planning from New York University.

    He holds the following credentials:
    Certified Public Accountant (CPA)
    Certified Financial Planner™ (CFP®)
    AICPA Personal Financial Specialist (PFS)
    AICPA Certified in Financial Forensics (CFF)
    FINRA Securities Registrations Series 7, 63, 65
    Life & Health and Property & Casualty Insurance Licenses

     

    Bryan is a former contributor at Kiplinger.com and is a frequent guest speaker on topics ranging from Tax and Estate Planning to Business Valuation.  He is an active member of both the New York and New Jersey Society of CPAs and serves as the Treasurer for the Commack Schools PTA.  He is also a pro-bono CPA for The Safe Center of Nassau County.

    Professional Trainings

    Collaborative Divorce Divorce Mediation

    Professional Licenses

    MBA, CFP®, CPA/CFF/PFS

    Office Locations

    Location 1 ) 1120 Avenue of the Americas 4th Floor New York NY 10036 United States
    Location 2 ) 2152 Grand Avenue Baldwin NY 11510